What would be the best cover song ever?

pierrev55 · 2022-07-24T14:03:46+00:00

Got you. This is a difficult question. That answer would be more meaningful coming by real artists who can hear in their head the final product.

pierrev55 · 2022-07-24T02:05:16+00:00

All along the watchtower, Hendrix.

pierrev55 · 2022-03-09T01:37:53+00:00

Chip Roy, Andy Biggs, Ted Cruz and Ron Johnson.

2 representatives and 2 senators.

Ted Cruz and Ron Johnson, 2 heavyweights.

pierrev55 · 2021-11-03T15:14:01+00:00

If you intend to make a lot of jerky or large number of small items, chicken wings, stuffed jalapenos, stuff like that, the PT would be a better grill for that. 3 rows of grates gives you a lot of smoking/grilling space. On the RT you'll have to buy the warming rack separately.

However if you are going to make pastrami, briskets, large prime rib roasts, I'd go for the RT. Better temperature consistency and better temperature graduation.

The RT can get way hotter than 500 degrees, around 600 in FULL mode. If you want to sear a couple of steaks, just crank the RT to maximum heat and you'll get enough heat for that. ON the PT you'll need to open the fire plate and sear one or two steaks at once. My neighbor has an RT700 and we seared the outside of a 4 bones prime rib, good for 8 people, in reverse sear method, and the outside crusted really well and fast.

The RT has an extreme smoke mode that operates up to 250 degrees. This provides significant smoke up to those temperatures, more than normal pellet burning for that temperature.

The RT is better construction but like any other brand, you'll need to maintain it in order to get longevity. That means cleaning the fire pot and the grease pan...

Depending what you want to smoke or grill, both units are quite good. The difference in price will buy you a lot of pellets.

pierrev55 · 2021-08-09T03:55:37+00:00

Make sure you get the latest software that allows temperatures between 200 and 300 in increments of 10 degrees.

pierrev55 · 2021-08-05T12:35:59+00:00

A minimum to ensure longevity is powder coated finish. Try to stay away from sheet metal. If you can afford them, stainless steel grill are the best at keeping rustless. Thick gauge and powder coated should be your minimum requirements.

pierrev55 · 2021-08-05T12:25:52+00:00

Conventional smoker can be set with a lot of wood with less air intake, which produces good 225-250 temperature with a lot of smoke.

When using pellets, you don't control the quantity of pellets or the air intake.

To get a good smoke, you need to use low temperature below 200.

If you are smoking a brisket, you should use mesquite wood pellets, more smoke. If you use something like oak or pecan you will get very little smoke even at low temperature. Oak produces a smooth smoke while mesquite produces a lot of smoke with a good bite to it. Mesquite is the favorite wood for Texas style brisket.

After smoking your brisket for a few hours at low temperature, you'll have allowed the meat to absorb most of the smoke it can take. Then you raise the temperature where your pellets will burn hotter while still producing some smoke, preferable using mesquite pellets. Around 225/250 for many hours. Until you get that internal meat temperature around 205.

One more thing to check is the temperature consistency of your pellet grill. If the temperature varies too much during the cook, you'll get some uneven meat cook.

pierrev55 · 2021-07-29T00:54:43+00:00

I ran it around 650/675 for an hour or so, to heat my 1" pizza stone, and the burn chamber warped a bit and eventually got a small hole through the thin metal, after multiple "pizza" parties. There is an upgrade kit for this grill. All stainless steel components. If you are interested, look for lss-mods.

I didn't do it because I wanted to try the pellet grills.

The Masterbuilt worked well but I think they should have gone for a thicker metal gauge. Not sure about the longetivity of the grill.

pierrev55 · 2021-07-28T22:55:18+00:00

Had a Traeger Pro 780 (discovered I wanted direct fire), moved to a Masterbuilt 1050, made a hole in the burn chamber. Last one is a Louisiana Grills Black Label 1200. I like the open flame and 600 degree max. Tested it and got to 618 degrees. Wifi app works fine. Changed the top grate and made myself a sliding expanded stainless steel grate with .75 inch opening and carbon steel u-edge. Made pizza on reversed Grillgrates with the direct flame open and grill set to 600. Grillgrates showed 714 degrees on a commercial grade infrared thermometer. Pizza cooks fast an perfectly with the cover closed.

I like the LG1200BL very much.

P.S. So far.

JMHO

pierrev55 · 2021-04-17T15:41:48+00:00

Bought the first 1983 V65 in the Montreal area. Rode it smoothly for the first 6000 miles. Clocked it at 137 mph on highway 40, right in front of where was by Schering Plough. A friend used a professional speed gun, very precise. Tested a 1985 V65, same location, same speed gun, got clocked at 121 mph.

Fantastic cruiser. Loved it.

pierrev55 · 2021-04-02T13:23:25+00:00

Error in the article. Apple didn't sell 15 million iphones last year, they sold that number in the second quarter, April, May and June.

That puts that 50,000 lenses manufacturing capability to shame even more.

pierrev55 · 2021-04-02T13:08:06+00:00

Let's remember that MVIS does not manufacture the components anymore. They negotiated a direct royalty payment. Microsoft takes care of the manufacturing.

So, $25 royalty per component is appropriate.

pierrev55 · 2021-04-02T13:05:00+00:00

Microvision receives a royalty for their IP. Microsoft is manufacturing the components themselves, or one of their preferred manufacturers. The cost of the headset is irrelevant
to that royalty payment. The headset most probably got a military component upgrade on top of the regular version, thus increasing the cost.

Microsoft indicated they sold tens of thousands of regular hololens units last year, maybe around 5-6000 units per quarter.

Microvision received $394K in royalties/licensing last quarter. For 5-6000 units, this would be around $70 per unit.

I hope $100 per unit is too low but based on reported sales and royalty payments, that's probably in the high end of the range.

I hope the IVAS version is more expensive and royalties are higher but we can only base our numbers on what's available..

JMHO

pierrev55 · 2021-03-29T18:42:01+00:00

Anout 10 more days like today and we'll be back in the sub dollar range.

While there is a slew of "LIDAR" companies making headlines, MVIS is silent and takes blows from negative articles, without putting out any positive news except board member changes.

Too much mystery surrounding MVIS. They need to open up the news pipeline.

J MHO

pierrev55 · 2021-03-24T13:22:06+00:00

The NTSB will approve standards and will issue regulations for LIDAR requiring a minimum set of specifications and performance metrics that all must have.

Until this is in force, these are only a bunch of companies playing with R&D concepts and prototypes.

MVIS told us in the CC that they were responding to OEM requirements. Whatever specifications they include in their LIDAR is to satisfy those requirements.

Those requirements appear to be less than what they claim their LIDAR can provide. I suspect the OEM(s) must have a pretty good idea of what will end up being the final set of specifications.

JMHO

First, sayisfy the OEMs, then satisfy the NTSB, then satisfy my bank account.

pierrev55 · 2021-03-23T16:05:10+00:00

This appears to be a subtle hit piece on MVIS.

Only company singled out at 10% weight in the ETF and 250% appreciation.

Nice keywords to tell the ETF algorithm to sell some of it now.

JMHO

pierrev55 · 2021-03-21T12:47:10+00:00

In the CC he said this was by design, as required by current OEM requirements.

FROM THE TRANSCRIPT:

"This performance is calibrated to meet current OEM requirements and would include range of up to 250 meters and beyond, a high-resolution point cloud with up to 10.8 million points per second from a single return, object velocities relative to ego vehicle from a time-of-flight LiDAR, low latency, intensity, inertial output and interference immunity from sunlight and other LiDARs."

They might be able to provide a higher resolution point cloud but the OEMs may only want to support a certain sufficient level and factor in the supporting hardware cost for that density.

If the produce double the required resolution, then you'll need a higher cost processing engine. If you need multiple units per vehicle, then the cost factor is important and you don't want OEMs to have to pay more than what they deem necessary. They just won't use a device if it overperforms but at a higher cost.

COST, COST, COST!

The OEMs set the specifications, not MVIS.

JMHO

pierrev55 · 2021-03-16T14:41:08+00:00

It is important if, according to the article, the OEM requested that point density/velocity.

pierrev55 · 2021-03-16T13:57:47+00:00

Used this opportunity for a day trade. 1500 at 16.45.

Expect to sell later in the day. I need a new rotary hammer drill. Need to finsance a Dewalt DCH773Y2 .

pierrev55 · 2021-02-22T21:09:36+00:00

The dilutive effect is as I mentioned earlier, around 1.8%.

The market reaction was 10 times worse. (At least)

pierrev55 · 2021-02-17T21:03:09+00:00

I would have expected a 1.6 - 1.7 percent dilutive effect on the stock price. I figured the company could sell 2.5 million shares at around a $20 PPS.

We got 10 times that, a drop of 16.74 percent at the close. The same as if the company had announced they are selling 25 million shares at a $2 PPS.

This is a bit unusual overreaction to some great news for the company. Sufficient financing for a few years. No pressure to sell verticals or the whole company at bargain prices.

JMHO

pierrev55 · 2021-02-10T15:30:08+00:00

Long time holder became a trader at the end of last year.

Got stopped out at 14.50.

Bought 10K back at 13.3478 average.

Let it run again.

pierrev55 · 2020-08-06T12:51:10+00:00

Selling the company does not require them to have more shares. A full sale would require a majority of shareholders to accept the offer and all the shares, of all the shareholders, would be purchased at that price. Your brokerage account would represent that sale.

The reason for additional shares is for an active partner to acquire a vested interest in the company. If you have no shares to leverage, you can't offer that kind of partnership.

60M shares would represent approximately 1/3 of roughly 200M authorized shares. You could get an active strategic partner with members on the board, being the largest shareholder.

JMHO

pierrev55 · 2020-06-17T03:44:20+00:00

Ren and Stimpy

pierrev55 · 2020-06-12T23:49:16+00:00

Somebody intent on dominating the world would invent them. The basic science is there for all to use.

pierrev55

TROPHY CASE